The COM API has an old object within it called TargetLists. This object can be used within internal script (Validate, Table Level Script etc) to create both Dynamic and Static Groups. Prior to version 6.0 of Sage CRM Groups use to be called TargetLists. The name TargetList is stilled used within the...

This article has been edited (1st November 2009) to correct links and make the code follow the convention introduced in Sage CRM 6.2 The requirement to allow the user to fall back to an earlier point in the workflow is usually handled by looping. We can see from the diagram below how a workflow can allow...

This article has been updated (1st November 2009) to correct the code and to follow the coding standard introduced with Sage CRM 6.2 This is some code from an asp page designed to be used in a cross entity workflow. The original page forms part of an Opportunity Workflow. But the actual code here was...

This article has been edited 31st October 2009 to correct hyperlink references and to have the code follow the convention introduced in Sage CRM 6.2. If you want to suppress the default tab bar then you can override it. For example when working in the context of the My CRM menu you may wish to call a...

The code in this article has been updated (31st October 2009) to follow the convention introduced in Sage CRM. If you have the Extensibility license, you can create new tab groups and you can perform Advanced Tab Customization. In ASP pages using the COM API we can call custom tab groups by using the...

The code in this article has been updated (31st October 2009) to follow the coding convention introduced with Sage CRM 6.2 Below is a picture of the Company Find screen.. This is the standard system screen. But can this screen be duplicated for new entities such as "Project". The answer is...

Sage CRM offers the ability to search using Keywords across all entities but this keyword searching does not extend into documents that may have been uploaded into the library. As you can see from the screen shot displayed below, it is possible to easily integrate Microsoft Indexing Services into Sage...

Occasionally you will need to fetch a date from either the CRM database or perhaps from an external system that is then needs to be formatted so it looks like a CRM date. All users are able to set their date preferences. The are other articles that discuss handling dates Add/Subtract Days to a Date and...

Workflows in Sage CRM can become long and a user may wish they had a version of the diagram that is available when the workflow is constructed. You can see from this image below that an extra button has been added to the Opportunity screen. In this example application, when the 'Workflow Map'...

A new example component has been added to the resources section for development partners to download. The purpose of this component is to make the management of escalation rules easier in implementation of Sage CRM where there are a large number of rules to manage. When working with large number of Escalation...